|
⚲
|
| Align Advisor Group LLC
✚
|
|
|---|---|
| CRD # | 336638 |
| SEC # | 801-134102 |
| CIK # | |
| AUM | $127.5 M (2026-03-29) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 856-692-0555 |
| Address | 3071 E Chestnut Ave, Suite C9 Vineland, NJ 08361 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 55.3 |
| (b) Individuals (high net worth individuals) | 31 | 71.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 472 | 127.5 |
| By Discretionary | ||
| Discretionary | 472 | 127.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 472 | 127.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.5 | |
| Total | 472 | 127.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wiser Advisor Group LLC
✚
|
0.1 | |
|
Split Creek LLC
✚
|
0.1 | |
|
Global Portfolio Solutions Inc
✚
|
AZ | 0.1 |
|
Willow Financial LLC
✚
|
AR | 0.1 |
|
Hidden Hills Wealth LLC
✚
|
0.1 | |
|
S Capital Wealth Advisors LLC
✚
|
MN | 0.1 |
|
Cardinal Retirement Planning Inc
✚
|
0.1 | |
|
Luminescent Wealth Management Inc
✚
|
AZ | 0.1 |
|
2 Knights Wealth Management LLC
✚
|
OH | 0.1 |
|
Fairchild Financial Advisors Inc
✚
|
CA | 0.1 |